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Business News/Market/Market Stats/    Taurus Infrastructure Fund - Growth Option

Taurus Infrastructure Fund - Growth Option

+
  • Equity
  • Equity - Infrastructure
  • Rating 3
  • Plan
65.58 +1.05 (1.63%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)8.24
  • CAGR 60.50%
  • Exit Load0.50%
  • Expense ratio2.49%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2007-03-05

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivable / Payable
  • 0.67
  • 7.48%
  • DLF
  • 0.40
  • 4.46%
View More

Risk & Volitility

  • Alpha -1.45%
  • Beta 0.88
  • Sharpe Ratio1.31
  • Std Deviation 14.10%
  • Tracking Error 8.42%

About Fund

To provide capital appreciation and income distribution to unitholders by investing pre-dominantly in equity and equity related securities of the companies belonging to infrastructure sector and it’s related industries.

 

The Taurus Infrastructure Fund - Growth Option has an AUM of 8.24 crores & has delivered CAGR of 22.80% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.49%. The minimum investment in Taurus Infrastructure Fund - Growth Option is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Net Receivable / Payable, Bharti Airtel, Larsen & Toubro & Reliance Industries.

 

The major sectors where the fund is invested are Construction Services, Communications Services, Construction - Raw Materials & Oil & Gas Operations.

 

Some of the similar funds are Canara Robeco Infrastructure Growth, LIC MF Infrastructure Fund Growth, Bank of India Manufacturing & Infra Growth, Sundaram Infrastructure Advantage Fund Regular Growth, Taurus Infrastructure Fund - Growth Option. Taurus Infrastructure Fund - Growth Option has a sharpe ratio of 1.31 & a standard deviation of 14.10%.

FAQs about Taurus Infrastructure Fund - Growth Option

According to the morning star rating Taurus Infrastructure Fund - Growth Option has a Moderate risk & Exceptional return.
Taurus Infrastructure Fund - Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus Infrastructure Fund - Growth Option is 2.49%.
The 5 year annualized return on Taurus Infrastructure Fund - Growth Option is 22.80% & it has generated 60.50% in the last 1 year.
The minimum investment in Taurus Infrastructure Fund - Growth Option is 500 Rs.
Taurus Infrastructure Fund - Growth Option has an AUM of 8.24 crores.
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